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Love it, his fragile ego won’t let him consider the possibility that quite a few people simply think he’s a prick so he’s invented the evil ‘crew’ complete with ‘masters’. This allows him to blame external forces for the inevitable ridicule rather than his obnoxious personality. I wonder if his evidence for the ‘crew’ is on a par with his evidence for the happy meals he’s prattling on about. Surprised he didn’t use tins of beans…
RorkesDrift...the stock market is full of traders and BBs facilitate their ramping and deramping. None of us know who we are really talking to so best not to make your own trading decisions based on what a stranger says just on your own research and the verifiable bits and bobs others kindly dig up and share...simples.
To be fair it wasn't PL75 who started the thread or came on talking about fast food.
In terms of his Lordship being right or wrong - I am genuinely trying to think of a single "insight" that came true. Added to this it is part of a pattern of buy ramp sell that is repeaters across a number of companies. BMN caught a lot of people out and I suspect 4D pharma will be another one. As stated can choose to ignore but think it is fair when the Widow T****y act goes full pelt to point out that all may not be as appears. Suspect successful trading only needs moves of 10% before fake news is revealed as such but hey probably keeps him in happy meals.
I wont mention the dog as its own twitter account and retweets. That is genuinely funny in a pathos kind of way.
PL75...does it really bother you that much? If he's wrong, he's wrong and you will find out sooner or later. If he's been so wrong on so many occasions then take what he says with a pinch of salt and move on...stop harping on about it.
How much inventory would a company hold to ensure they could meet their forecast demand. Then we have to factor in supply chain volumes etc plus some risk volume given lack of lorry drivers etc. So maybe six minrgs stock, maybe three months, maybe JIT
So the absolute number of widgets incorporated to date in products being sold would be difficult to calculate with just the order volume of widgets. Grateful for any info but widgets in and product out are not the same thing. Maybe stick to facts or at least detail how the number of 1 M was arrived at. I am reliably informed that showing your working is an acceptable approach whereas pretending to know how much is being sold probably isn't. Maybe right, maybe wrong but put the ego to one side unless its another pump and dump.
PS loved the clip clop comment. I knew you could do it
JESK...they could if they so wished include a Forward Looking Statement.. "Forward looking" is a business term used to identify predictions that publicly-traded corporations make about future business conditions, restructurings, earnings estimates, and other fundamental company information.
The update is for the business to the end of June. Why would Dr Smith include information for the period after 30th June? That is clearly not the purpose of the update. He may touch on updates post 30th June, but I am sure that he will not divulge any figures or data that has occurred over the past few months.
A few here would of done well to have spent some time on the sales front line. It's a numbers game based on accurate forecasting and delivering on those commitments or else.
MM's research is very good and worthwhile reading and much better than some of the dreamt up ideas you read on this BB. But equally the questions asked by some are completely valid and reasonable to expect the current manufacturing capacity to be disclosed.
AS made mistakes with his forcasted timelines which he apologised for and he no longer provides exaggerated updates.
The update at the end of this month needs to accurately describe the status of each part of the business that will provide answers to some of the questions asked on this BB. Investors want to know the numbers and when they aren't provided the SP is negatively affected as happens with many AIM companies.
"when you are "untreating" yourself later on - remember McDonalds don't make the boxes, or the toys or the drinks even. nor do they make the little bag the nuggets are in - they buy them all in usually from an army of local & national suppliers. They just make the nuggets and box up all the bits to go ! (They don't make the chickens either.......... but that is a whole 'nother story)"
@marik - when you are "untreating" yourself later on - remember McDonalds don't make the boxes, or the toys or the drinks even. nor do they make the little bag the nuggets are in - they buy them all in usually from an army of local & national suppliers. They just make the nuggets and box up all the bits to go ! (They don't make the chickens either.......... but that is a whole 'nother story)
As I wade though the Green Boxes - I should probably also have pointed out that just because I know who one supplier of Happy Meal Boxes to Piccadilly Circus McDonalds is - doesn't mean that my guy has a monopoly on supplying that branch of McD - they could easily be getting even more boxes from other suppliers too making my Happy Meal estimate quite low
Chris Kempczinski, a lovely man with deep understanding of fast food and burgers. As we all know the CEO of any company spends most of their time focusing on the minutiae. They love these kind of questions because they prefer to take their eyes off the bigger picture.
By the way, if you buy a Big Mac today you might find a peel-off sticker on the packaging for a competition which ended months ago, as obviously they sold waaay under their expected during the various lockdowns…
If I know how many Happy Meal boxes are being supplied each week to McDonalds at Piccadilly Circus, do I need to talk to the McDonalds CEO to give an estimate of "at least" how many Happy Meals are being sold in the UK by McDonalds ?